Senior Financial Planner Jobs in Melbourne

Kaizen Recruitment - 3004 Melbourne, VIC, AU

Our client is a Melbourne CBD-based firm offering expert audit, tax, financial planning, and business advisory services in a dynamic, growth-driven environment. They support a diverse portfolio of clients...

from: careerone.com.au - 6 days ago

Nexia Australia And New Zealand - Melbourne, Australia

Your Focus As a Senior Paraplanner, you'll play a pivotal role in supporting our clients by preparing compliant and presentable Statements of Advice (SOAs) and Records of Advice (ROAs). Your responsibilities... Competitive

from: efinancialcareers.com.au - 12 days ago

Nexia Australia And New Zealand - Melbourne, Australia

Your duties include: Working closely with the Financial Planners to develop strategy and recommendations Prepare and review SOAs and ROAs in a timely and well-presented manner for adviser's review Reviewing/preparing... Competitive

from: efinancialcareers.com.au - 22 days ago